Elekta (EKTA) Investor update summary

Market Trends and Customer Challenges

• Cancer incidence and mortality are rising globally, increasing demand for radiotherapy and straining healthcare systems due to staff shortages and operational inefficiencies.

• Radiotherapy is a core component of cancer care, applicable to 50-70% of patients, and is often combined with other treatments for both curative and palliative purposes.

• Improving clinical outcomes and operational efficiency are key priorities, especially for challenging cancer types and in resource-constrained settings.

Innovation and Product Portfolio

• Recent launches include Evo, Elekta ONE software suite, Elekta Esprit, ImagingRing, and advancements in brachytherapy with the Xoft acquisition.

• Evo features AI-enhanced imaging (Iris technology) for improved adaptive radiotherapy, with the first clinical treatment completed in Germany.

• The portfolio covers CT and MR Linacs, Gamma Knife for neuro, and brachytherapy, with a focus on interoperability and adaptability.

• Unity MR-Linac offers superior soft tissue contrast and real-time tumor tracking, supporting advanced adaptive therapy.

• Innovations in Neuro & Brachytherapy, such as Elekta Esprit and ImagingRing, are driving global adoption and upgrades.

Software and Digital Transformation

• Elekta ONE Planning, developed with MIM, offers a unified, vendor-agnostic, cloud-ready treatment planning system with AI-driven automation and adaptive tools.

• SaaS and cloud adoption are accelerating, driving recurring revenue and enabling faster deployment of new capabilities.

• The MOSAIQ oncology information system and smart workflows have received industry recognition for productivity improvements.

• Elekta ONE provides a unified, cloud-ready software environment, supporting both Elekta and non-Elekta devices, and facilitating complex workflows.

• New planning capabilities extend to proton therapy, with the first Elekta TPS for proton treatment launched in November 2024.